Your life. Your goals. Our commitment to you is holistic financial planning that helps you thrive.
Mission
To provide an exceptional client experience by delivering comprehensive financial planning services using a cash flow and goals-based approach to wealth management. We will do this by always acting as a fiduciary.
Vision
To become the standard for excellence, where holistic financial expertise and a tireless commitment to doing what’s best for our clients that allows them to live a fulfilled life.
Who We Are
After more than 30 years in Corporate America, I’m channeling the talent, leadership, and wisdom I’ve gained into building a client‑centric financial planning and wealth management firm.
01
Strategic
Evolution
My career began in retail and mortgage banking in New York City and Ohio, followed by 27 years in healthcare business leadership—working both within provider organizations and alongside them as an industry partner.
While this new venture may seem like a shift, it’s actually the natural next step: serving the financial planning needs of those who serve others.
02
Lifelong
Mastery
Finance and education have always been central to who I am. I earned a BBA in Finance from Hofstra University and an MBA from The Ohio State University. Most recently I graduated from Michigan State University with a Master of Science in Financial Planning and Wealth Management.
What has consistently energized me throughout my career is leadership, teaching, and helping people grow. This new chapter allows me to bring all of that together in service of clients and their families.
03
Family
Centered
My greatest joy is my family. My wife, Mindy, is my biggest supporter and the most generous person I know. She’s always focused on others and on giving back to the community. She holds a degree in Applied Human and Consumer Sciences from Ohio University and is the Director of Social Programs at Daily Needs Assistance.
I’m incredibly proud of our children, Grayson and Lauren. Grayson has a degree in Music Education from The Ohio State University and is currently pursuing dual master’s degrees in Vocal Pedagogy and Choral Conducting at Bowling Green State University. Lauren has built a successful business career after graduating from the University of Cincinnati and earning her MBA from Xavier University.